Skip to content
Disclosery

WBH ADVISORY INC: PSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WBH ADVISORY INC on PSA, newest first. How the timeline and the estimate are built.

WBH ADVISORY INC held 5,256 PSA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,256 shares
    Change vs previous 13F +1,000 shares

    0.11% of the 13F portfolio, value $1,673,037.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,256 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,175,677.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,256 shares
    Change vs previous 13F -53 shares

    0.08% of the 13F portfolio, value $1,104,432.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,309 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $1,244,655.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,314 shares
    Change vs previous 13F -163 shares

    0.11% of the 13F portfolio, value $1,265,814.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,477 shares
    Change vs previous 13F +204 shares

    0.13% of the 13F portfolio, value $1,339,921.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,273 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $1,279,507.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,274 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,555,180.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).